+95.5%
ASRV vs VOO
+315.3%
-219.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.4% |
| 7D | -2.5% | -0.4% | -2.1% | -2.3% |
| 30D | -8.7% | -1.4% | -7.3% | -8.3% |
| 3M | +26.1% | +3.7% | +22.4% | +24.5% |
| 6M | +30.9% | +13.0% | +17.8% | +25.6% |
| YTD | +51.1% | +12.4% | +38.7% | +45.3% |
| 1Y | +66.7% | +18.6% | +48.1% | +57.5% |
| 3Y | +77.2% | +78.1% | -0.8% | +45.8% |
| 5Y | +49.3% | +82.3% | -33.0% | +20.5% |
| 10Y | +95.5% | +322.5% | -227.0% | +12.3% |
| All | +95.5% | +315.3% | -219.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling